CRM – Customers product overview page is the first page you encounter when entering customer and agreement operations. The page does not contain counters, charts, or daily figures; it includes an introductory section explaining what the product does and its scope. Customer service, e-commerce, and operations teams using the console for the first time can see what the product covers here; daily work is done on the Customers and Agreements screens.
Accessing the screen
Follow the path CRM – Customers › Overview from the left menu.
If you do not see it in the menu, your account does not have permission for this screen. The page opens with permission to view customer records; that is, anyone who can open the Customers screen can also open this page. If you open the page via a link and see the You don't have access to this screen page, contact your administrator for permission settings. If the CRM product is not included in your account license, a page titled CRM – Customers license not available opens instead; this page contains the same introduction section and a button to request the product.
Sections of the screen
The page title is CRM – Customers, with the subtitle "Customer accounts, agreements, and segments." Below the title is a single-piece introduction section. From top to bottom, you see:
- Entry strip — A red background strip with the CommerceLab logo, product name, and the product promise: Comprehensive management for the customer experience. Below is a short product description, and on the right (or below on narrow screens) a figure describing the measured impact: 5–25% — increase in customer retention rate through personalization and simplified account management.
- Capability map — described as "Scope map from the Commerce Lab introduction presentation," listing the product coverage areas line by line.
- Why is it different? — A red highlight strip explaining the product's distinguishing features.
- Capabilities in detail — A section where capabilities are grouped and each briefly explained.
- Source line — At the bottom, a commercelab.com.tr link. The link opens in a new tab and leads to the product introduction page.
Capability map
| Area | Covered capabilities |
|---|---|
| Customer master data | Advanced customer master data management · Customer profiles |
| Lifecycle | Built-in lifecycle management |
| Consent and compliance | Integrated consent management · Compliance with data protection regulations |
| Identity | User registration · Authentication |
| Shopping history | Order history · Wishlist and favourites |
| Communication and support | Communication preferences · Customer support integration |
Capabilities in detail
This section explains capabilities in four groups:
- Master data — Advanced customer master data management and Customer profiles.
- Lifecycle — Built-in lifecycle management and Integrated consent management.
- Account — User registration and authentication, Order history, Wishlist and favourites.
- Communication — Communication preferences and Customer support integration.
Relationship between the introduction and console screens
The introduction section describes the entire scope of the CRM product; each capability here does not correspond to a separate screen in the console. Currently, there are two working screens under CRM in the console:
| Screen | Purpose |
|---|---|
| Customers | Search and open customer records from the web store and CRM service; view profile, orders, ETK/KVKK consents, and addresses; edit if authorized. |
| Agreements | Manage membership, distance sales, KVKK, and similar agreement texts by language and version. |
The Consent and compliance area in the introduction corresponds to the Permissions tab of the customer record in the console, and Order history corresponds to the Orders tab of the same record. There is no active screen for segments mentioned in the subtitle yet. Even if you see the Segments item in the menu, opening it shows an information page stating the screen will be moved later. A single customer's segment appears in the Segment row of the Profile tab in the customer record.
Common situations
- I don't see numbers or summaries on the page. This page deliberately does not show counters. To see customer records, open the Customers screen.
- Agreements is not in the menu. Only screens you have permission for appear in the menu. Overview and Customers open with the same permission; Agreements requires a separate permission. Request it from your administrator if needed.
- The Segments page has no list, only an information note. The segment screen has not yet been moved to the console; the button on the page returns you to the product overview page.
- Opening via link shows the "You don't have access to this screen" page. Your account lacks permission to view customer records. Contact your administrator.
- The "CRM – Customers license not available" page opens. The product is not active in your workspace license. You can request it from the support team using the request button on the page.